Your Name*

Dependent #1 Information

Dependent Name*
Is the dependent unmarried?*
Is the dependent married but not filing a joint return (unless filing to claim a refund only)?*
Did the dependent provide more than half their own support or earn more than $4,050?*
Can someone else claim this dependent?*
Is the other person a parent?*
If tiebreaker rules apply, would you be able to claim the dependent?*
Does your dependent have an SSN that allows him or her to work?*
Does your dependent have an ITIN that was issued on or before filing this return?*
Did you receive notice from the IRS that you are required to file Form 8862?*
Was the only reason your credit was reduced or disallowed because you incorrectly reported earned or investment income?*
Do you have more dependents to add?*

Dependent #2 Information

Dependent Name*
Is the dependent unmarried?*
Is the dependent married but not filing a joint return (unless filing to claim a refund only)?*
Did the dependent provide more than half their own support or earn more than $4,050?*
Can someone else claim this dependent?*
Is the other person a parent?*
If tiebreaker rules apply, would you be able to claim the dependent?*
Does your dependent have an SSN that allows him or her to work?*
Does your dependent have an ITIN that was issued on or before filing this return?*
Did you receive notice from the IRS that you are required to file Form 8862?*
Was the only reason your credit was reduced or disallowed because you incorrectly reported earned or investment income?*
Do you have more dependents to add? *

Dependent #3 Information

Dependent Name*
Is the dependent unmarried?*
Is the dependent married but not filing a joint return (unless filing to claim a refund only)?*
Did the dependent provide more than half their own support or earn more than $4,050?*
Can someone else claim this dependent?*
Is the other person a parent?*
If tiebreaker rules apply, would you be able to claim the dependent?*
Does your dependent have an SSN that allows him or her to work?*
Does your dependent have an ITIN that was issued on or before filing this return?*
Did you receive notice from the IRS that you are required to file Form 8862?*
Was the only reason your credit was reduced or disallowed because you incorrectly reported earned or investment income?*
Do you have more dependents to add? *

Dependent #4 Information

Dependent Name*
Is the dependent unmarried?*
Is the dependent married but not filing a joint return (unless filing to claim a refund only)?*
Did the dependent provide more than half their own support or earn more than $4,050?*
Can someone else claim this dependent?*
Is the other person a parent?*
If tiebreaker rules apply, would you be able to claim the dependent?*
Does your dependent have an SSN that allows him or her to work?*
Does your dependent have an ITIN that was issued on or before filing this return?*
Did you receive notice from the IRS that you are required to file Form 8862?*
Was the only reason your credit was reduced or disallowed because you incorrectly reported earned or investment income?*
Do you have more dependents to add?*

Your assigned tax professional will reach out to you to get details on the rest of your dependents.

Supporting Documentation

Upload additional documentation to show the residency of your dependent(s) and any other supporting documentation.


Examples of documentation include:

School records or statements

Healthcare provider statement

Medical records

Childcare provider records

Agreement to claim dependent


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Upload supporting documentation
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